Guide to set-up HubSpot Shopify Order & Customer Sync

Contents

HubSpot to Shopify Order/Deal Sync Setup Guide

Instructions for setting up HubSpot to Shopify Order/Deal Sync.

Prerequisites: Signup and Login

Go to Syncito login page to sign up or log in to your account. You can log in quickly with your Google, Apple, or Microsoft account, or manually with your email address and password.

You can create a new sync connection after logging in successfully.

Connect your Shopify and HubSpot account

Click on the Get Started Now to create a new connection.

You will be prompted to fill out the four-step form to begin the sync.

1. Select App

Fill in the Connection name (as per your choice), Source App, and Destination App.
Click Save & Next to proceed further.

Choose whether to sync Order/Deal, Customer/Contact or Draft Order & Deal as the object type for your connection.

Click on the Next button.

2. Authorize Connection

You need to authorize your HubSpot portal and Shopify store, between which you want to enable the data sync. So, as shown in the image, you need to add a new account and authorize it, or choose from the existing connected accounts.

2.1 Authorize HubSpot Portal:

In our case, the source is HubSpot. Click on the Add New button to authorize your HubSpot account, and you will see a pop-up window as shown below. Select the portal you want to connect to and click the Choose Account button.

Now click the Connect App button; the pop-up window will close automatically, and you will see your authorized store in the drop-down list, as shown in the below image.

Select the authorized portal from the drop-down list and click on the Save & Next button.

2.2 Authorize Shopify Store:

In our case, the destination is Shopify, so here is how you can authorize a Shopify store, as shown below:

To add a new store, click Add New from the drop-down list. A window will open on your screen, prompting you to enter the domain, of your store, as seen in the image below.

You will be redirected to your Shopify store, where you can install our app. After installing the app, the pop-up window will close automatically, and you will see your authorized store in the drop-down list, as shown in the below image.

3. Attribute Mapping

To map source properties with destination properties. Our app directly pulls all the properties and attributes of your connected HubSpot account and Shopify Store, which you can choose from the attributes dropdown that you want to sync for your selected object between both apps.
On the destination side, by default, the necessary property that is needed to create the chosen object in the destination account is already selected there.
In our case, we have chosen Order as the object type, so accordingly, the required attribute is already selected on the destination side. So for basic sync, we need to map that required attribute to the source attribute.
For further mapping, click on the Add button and map the attribute you want to sync from source to destination.

Note: For order sync, we have an associated object line item and Customer.
For associate line items : If you have a product with the SKU ("sku123") in your HubSpot account and another product with the same SKU ("sku123") on Shopify's end, then we associate that product id with line item; otherwise, we create line item without product id.
For associate users : If the user already exists in HubSpot, it will be associated with the order; if it does not exist, we will create it in HubSpot before associating it with the order.

After mapping the attribute you want to sync, click Save and Next.

4. Save and Publish

After mapping the attributes, you will see this page. Click on the Save & Finish button to launch your connection and start real-time sync between connected apps.

Here, you can see all of your connections. You can edit or delete the connection, or to pause the sync, click on the toggle button shown below.

To test the sync, Go to your HubSpot portal and create a deal.
Note: Associate at least 1 line item with the deal is mandatory to sync the order in Shopify.

Now, check your Shopify store order section; you will see a new order is created or an existing one linked already will be updated.

HubSpot to Shopify Customer/Contact Sync Setup Guide

Instructions for setting up HubSpot to Shopify Customer/Contact Sync.

Prerequisites: Signup and Login

Go to Syncito login page to sign up or log in to your account. You can log in quickly with your Google, Apple, or Microsoft account, or manually with your email address and password.

You can create a new sync connection after logging in successfully.

Connect your Shopify and HubSpot account

Click on the Get Started Now to create a new connection.

You will be prompted to fill out the four-step form to begin the sync.

1. select App

Fill in the Connection name (as per your choice), Source App, and Destination App.
Click Save & Next to proceed further.

Choose whether to sync Order/Deal, Customer/Contact or Draft Order & Deal as the object type for your connection.

Click on the Next button.

2. Authorize Connection

You need to authorize your HubSpot portal and Shopify store, between which you want to enable the data sync. So, as shown in the image, you need to add a new account and authorize it, or choose from the existing connected accounts.

2.1 Authorize HubSpot Portal:

In our case, the source is HubSpot. Click on the Add New button to authorize your HubSpot account, and you will see a pop-up window as shown below. Select the portal you want to connect to and click the Choose Account button.

Now click the Connect App button; the pop-up window will close automatically, and you will see your authorized store in the drop-down list, as shown in the below image.

Select the authorized portal from the drop-down list and click on the Save & Next button.

2.2 Authorize Shopify Store:

In our case, the destination is Shopify, so here is how you can authorize a Shopify store, as shown below:

To add a new store, click Add New from the drop-down list. A window will open on your screen, prompting you to enter the domain, of your store, as seen in the image below.

You will be redirected to your Shopify store, where you can install our app. After installing the app, the pop-up window will close automatically, and you will see your authorized store in the drop-down list, as shown in the below image.

3. Attribute Mapping

To map source properties with destination properties. Our app directly pulls all the properties and attributes of your connected HubSpot portal and the Shopify store, which you can choose from the attributes dropdown that you want to sync for your selected object between both apps.
On the destination side, by default, the necessary property that is needed to create the chosen object in the destination account is already selected there.
In our case, we have chosen Customer / Contact as the object type, so accordingly, the required attribute is already selected on the destination side. So for basic sync, we need to map that required attribute to the source attribute.
For further mapping, click on the Add button and map the attribute you want to sync from source to destination.

Map the attribute that you want to sync and click on the Save & Next button.

4. Save and Publish

After mapping the attributes, you will see this page. Click on the Save & Publish button to launch your connection and start real-time sync between connected apps.

Here, you can see all of your connections. You can edit or delete the connection, or to pause the sync, click on the toggle button shown below.

To test the sync, go to your HubSpot portal and create a contact.

Now, check your Shopify store customer section; you will see a new customer is created or an existing one linked already will be updated.

Shopify to HubSpot Order/Deal Sync Setup Guide

Instructions for setting up Shopify to HubSpot Order/Deal Sync.

Prerequisites: Signup and Login

Go to Syncito login page to sign up or log in to your account. You can log in quickly with your Google, Apple, or Microsoft account, or manually with your email address and password.

You can create a new sync connection after logging in successfully.

Connect your Shopify and HubSpot account

Click on the Get Started Now to create a new connection.

You will be prompted to fill out the four-step form to begin the sync.

1. Select App

Fill in the Connection name (as per your choice), Source App, and Destination App.
Click Save & Next to proceed further.

Choose whether to sync Order/Deal, Customer/Contact or Draft Order & Deal as the object type for your connection.

Click on the Next button.

2. Authorize Connection

You need to authorize your Shopify store and HubSpot portal, between which you want to enable the data sync. So, as shown in the image, you need to add a new account and authorize it, or choose from the existing connected accounts.

2.1 Authorize Shopify Store:

In our case, the source is Shopify, so here is how you can authorize a Shopify store, as shown below.

To add a new store, click Add New from the drop-down list. A window will open on your screen, prompting you to enter the domain of your store, as seen in the image below.
Click on the Authorize button.

This will redirect you to your Shopify store, where you can install our app. After installing the app, the pop-up window will close automatically, and you will see your authorized store in the drop-down list, as shown in the below image.

2.2 Authorize HubSpot Portal:

Next, authorize the destination account; in our case, the destination is HubSpot. Click on the Add New button to authorize your HubSpot account, and you will see a pop-up window as shown below. Select the portal you want to connect to and click the Choose Account button.

Now click the Connect app button; the pop-up window will close automatically, and you will see your authorized store in the drop-down list, as shown in the below image.

Select the authorized portal from the drop-down list and click the Save & Next button.

3. Attribute Mapping

To map source properties with destination properties. Our app directly pulls all the properties and attributes of your connected Shopify store and the HubSpot portal, which you can choose from the attributes dropdown that you want to sync for your selected object between both apps.
On the destination side, by default, the necessary property that is needed to create the chosen object in the destination account is already selected there.
In our case, we have chosen Order as the object type, so accordingly, the required attribute is already selected on the destination side. So for basic sync, we need to map that required attribute to the source attribute.
For further mapping, click on the Add button and map the attribute you want to sync from source to destination.

Note: For order sync, we have an associated object line item and Customer

For associate line items : If you have a product with the SKU ("sku123") in your Shopify account and another product with the same SKU ("sku123") on HubSpot's end, then we associate that product id with line item; otherwise, we create line item without product id.
For associate users : If the user already exists in Hubpot, it will be associated with the deal; if it does not exist, we will create it in Hubpot before associating it with the deal.

Map the attribute that you want to sync and click on the Save & Next button.

4. Save and Publish

After mapping the attributes, you will see this page. Click on the Save & Publish button to launch your connection and start real-time sync between connected apps.

Here, you can see all of your connections. You can edit or delete the connection, or to pause the sync, click on the toggle button shown below.

To test the sync, let’s create an order in your Shopify account.

Now, check your HubSpot; a new deal is created or an existing one linked already will be updated.

Shopify to HubSpot Customer/Contact Sync Setup Guide

Instructions for setting up Shopify to HubSpot Customer/Contact Sync.

Prerequisites: Signup and Login

Go to Syncito login page to sign up or log in to your account. You can log in quickly with your Google, Apple, or Microsoft account, or manually with your email address and password.

You can create a new sync connection after logging in successfully.

Connect your Shopify and HubSpot account

Click on the Get Started Now to create a new connection.

You will be prompted to fill out the four-step form to begin the sync.

1. Select App

Fill in the Connection name (as per your choice), Source App, and Destination App.
Click Save & Next to proceed further.

Choose whether to sync Order/Deal, Customer/Contact or Draft Order & Deal as the object type for your connection.

Click on the Next button.

2. Authorize Connection

You need to authorize your Shopify store and HubSpot portal, between which you want to enable the data sync. So, as shown in the image, you need to add a new account and authorize it, or choose from the existing connected accounts.

2.1 Authorize Shopify Store:

In our case, the source is Shopify, so here is how you can authorize a Shopify store, as shown below.

To add a new store, click Add New from the drop-down list. A window will open on your screen, prompting you to enter the domain of your store, as seen in the image below.
Click on the Authorize button.

This will redirect you to your Shopify store, where you can install our app. After installing the app, the pop-up window will close automatically, and you will see your authorized store in the drop-down list, as shown in the below image.

2.2 Authorize HubSpot Portal:

Next, authorize the destination account; in our case, the destination is HubSpot. Click on the Add New button to authorize your HubSpot account, and you will see a pop-up window as shown below. Select the portal you want to connect to and click the Choose Account button.

Now click the Connect app button; the pop-up window will close automatically, and you will see your authorized store in the drop-down list, as shown in the below image.

Select the authorized portal from the drop-down list and click the Save & Next button.

3. Attribute Mapping

To map source properties with destination properties. Our app directly pulls all the properties and attributes of your connected Shopify store and the HubSpot portal, which you can choose from the attributes dropdown that you want to sync for your selected object between both apps.
On the destination side, by default, the necessary property that is needed to create the chosen object in the destination account is already selected there.
In our case, we have chosen Customer / Contact as the object type, so accordingly, the required attribute is already selected on the destination side. So for basic sync, we need to map that required attribute to the source attribute.
For further mapping, click on the Add button and map the attribute you want to sync from source to destination.

Map the attribute that you want to sync and click on the Save & Next button.

4. Save and Publish

After mapping save, you will see this page. Click on the Save & Publish button to launch your connection and start real-time sync between connected apps.

Here, you can see all of your connections. You can edit or delete the connection, or to pause the sync, click on the toggle button shown below.

To test the sync, let’s create a user in your Shopify account.

Now, check your HubSpot; a new contact is created or an existing one linked already will be updated.

Frequently Asked Questions

Does HubSpot Shopify integration support bi-directional sync between HubSpot and Shopify?

Yes, our HubSpot Shopify integration supports bi-directional sync in real-time between your Shopify store and HubSpot portals.

What data can be synced using the HubSpot Shopify integration?

The HubSpot Shopify integration can sync customer and contact data, draft orders and deals, orders and deals, line items, company data, and much more, all in real-time.

Does the HubSpot Shopify integration support real-time sync?

Yes, our integration ensures real-time synchronization. Any updates or additions made on one platform will instantly reflect on the other, keeping your data perfectly aligned.

Can the HubSpot Shopify integration sync meta fields and custom properties?

Yes, you can sync meta fields from Shopify to HubSpot and vice versa. Additionally, HubSpot custom properties can be synced to Shopify, ensuring your data stays consistent across both platforms.

HubSpot & Shopify Sync

Seamlessly sync data between your HubSpot & Woocommerce using Syncito by miniOrange. Automate order, customer, deals data syncronization. Streamline data syncronization with customizable filters and tailored integration.

Source

Destination

Object Type

Contents

HubSpot to Shopify Order/Deal Sync Setup Guide

Prerequisites: Signup and Login

Connect your Shopify and HubSpot account

1. Select App

2. Authorize Connection

2.1 Authorize HubSpot Portal:

2.2 Authorize Shopify Store:

3. Attribute Mapping

4. Save and Publish

HubSpot to Shopify Customer/Contact Sync Setup Guide

Prerequisites: Signup and Login

Connect your Shopify and HubSpot account

1. select App

2. Authorize Connection

2.1 Authorize HubSpot Portal:

2.2 Authorize Shopify Store:

3. Attribute Mapping

4. Save and Publish

Shopify to HubSpot Order/Deal Sync Setup Guide

Prerequisites: Signup and Login

Connect your Shopify and HubSpot account

1. Select App

2. Authorize Connection

2.1 Authorize Shopify Store:

2.2 Authorize HubSpot Portal:

3. Attribute Mapping

4. Save and Publish

Shopify to HubSpot Customer/Contact Sync Setup Guide

Prerequisites: Signup and Login

Connect your Shopify and HubSpot account

1. Select App

2. Authorize Connection

2.1 Authorize Shopify Store:

2.2 Authorize HubSpot Portal:

3. Attribute Mapping

4. Save and Publish

Frequently Asked Questions

Does HubSpot Shopify integration support bi-directional sync between HubSpot and Shopify?

What data can be synced using the HubSpot Shopify integration?

Does the HubSpot Shopify integration support real-time sync?

Can the HubSpot Shopify integration sync meta fields and custom properties?

Real time, 2 - way sync is the new, simpler approach to integration